Jul 4, 2009
2nd Quarter 2009 Philippine Mutual Funds YTD Earnings
Written under: FinanceHow did the mutual fund companies perform for in the second quarter of the year 2009? For those who are planning to invest in mutual funds, here now are the 2nd Qtr 2009 year to date percentage earnings of Philippine mutual fund companies.
These information covers the period of January 1, 2009 up to June 20, 2009. Data was provided by the Investment Company Association of the Philippines.
| Fund Name | YTD % Return |
| Stock Funds | |
| Primarily invested in Peso securities | |
| ATR KimEng Equity Opportunity Fund, Inc. | 22.46% |
| DWS Deutsche Philippine Equity Fund, Inc. | 13.39% |
| First Metro Save and Learn Equity Fund, Inc. | 21.46% |
| Philam Strategic Growth Fund, Inc. | 22.01% |
| Philequity Fund, Inc. | 31.04% |
| Philequity PSE Index Fund Inc. | 28.63% |
| Philippine Stock Index Fund Corp. | 30.17% |
| Sun Life Prosperity Phil. Equity Fund, Inc. | 20.19% |
| United Fund, Inc. | 7.57% |
| Balanced Funds | |
| Primarily invested in Peso securities | |
| ALFM Growth Fund, Inc | 30.01% |
| First Galleon Family Fund, Inc. | 0.35% |
| First Metro Save and Learn Balanced Fund Inc. | 20.45% |
| GSIS Mutual Fund, Inc. | 17.63% |
| MFCP Kabuhayan Fund, Inc. | 14.72% |
| Optima Balanced Fund, Inc. | 9.02% |
| Philam Fund, Inc. | 17.8% |
| Sun Life Prosperity Balanced Fund, Inc. | 10.31% |
| Primarily invested in foreign currency securities | |
| Sun Life Prosperity Dollar Advantage Fund, Inc. | 6.47% |
| Bond Funds | |
| Primarily invested in Peso securities | |
| ALFM Peso Bond Fund, Inc. | 2.37% |
| Cocolife Fixed Income Fund, Inc. | 3.37% |
| DWS Deutsche Philippine Fixed Income Fund, Inc. | 0.23% |
| Ekklesia Mutual Fund Inc. | 1.89% |
| First Metro Save and Learn Fixed Income Fund, Inc. | 2.79% |
| Philam Bond Fund, Inc. | 3.3% |
| Philequity Peso Bond Fund, Inc. | 3.13% |
| Prudentialife Fixed Income Fund Inc. | 3.06% |
| Sun Life Prosperity Bond Fund, Inc. | 2.47% |
| Sun Life Prosperity GS Fund, Inc. | 2.97% |
| Primarily invested in foreign currency securities | |
| AIG Global Bond Fund Phils.,Inc. | 0.47% |
| ALFM Dollar Bond Fund, Inc. | 1.73% |
| ALFM Euro Bond Fund, Inc. | 2.77% |
| Grepalife Dollar Bond Fund Corp. | 13.15% |
| Grepalife Fixed Income Fund Corp. | 8.34% |
| MAA Privilege Dollar Fixed Income Fund, Inc. | 3.03% |
| MAA Privilege Euro Fixed Income Fund, Inc. | 9.75% |
| Philam Dollar Bond Fund, Inc. | 9.75% |
| Philequity Dollar Income Fund Inc. | 5.25% |
| Sun Life Prosperity Dollar Abundance Fund, Inc. | 9.04% |
| Money Market Funds | |
| Primarily invested in Peso securities | |
| ATR KimEng Money Market Fund, Inc. | 1% |
| Philam Managed Income Fund, Inc. | 0.62% |
| Sun Life Prosperity Money Market Fund, Inc. | 0.89% |
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